# Plumbers And Steamfitters Local #486 Medical Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-and-steamfitters-local-486-medical-fund-521059733-501

> Plumbers And Steamfitters Local #486 Medical Fund's Health & Welfare plan: 1,636 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers And Steamfitters Local #486 Medical Fund

- **Sponsor EIN:** 521059733

- **Sponsor Address:** 7130 COLUMBIA GATEWAY DRIVE, COLUMBIA, MD, 21046

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,636

- **Total Assets:** $43.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,636|$43.7M|$27.2M|$1.5M|

| 2023|1,503|$40.2M|$24.3M|$1.5M|

| 2022|1,503|$38.6M|$22.9M|$1.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$276,092|—|$276,092|

| ZELIS|Other Service Provider|$232,076|—|$232,076|

| CONIFER VALUE-BASED CARE, LLC|Other Service Provider|$199,018|—|$199,018|

| BENESYS INC.|Other Service Provider|$186,752|—|$186,752|

| CAREFIRST BC/BS OF MARYLAND|Other Service Provider|$172,870|—|$172,870|

| ABATO, RUBENSTEIN, & ABATO|Other Service Provider|$171,977|—|$171,977|

| CHARTWELL INVESTMENT PARTNERS|Other Service Provider|$106,515|—|$106,515|

| NCAS|Other Service Provider|$98,630|—|$98,630|

| INVESTMENT PEFORMANCE SERVICES|Other Service Provider|$88,738|—|$88,738|

| CALL A DOCTOR PLUS|Other Service Provider|$53,522|—|$53,522|

| CIGNA HEALTH & LIFE INSURANCE CO.|Other Service Provider|$42,604|—|$42,604|

| SWORD HEALTH|Other Service Provider|$30,082|—|$30,082|

| SEGAL SELECT INSURANCE SERVICES|Other Service Provider|—|$18,810|$18,810|

| CALIBRE CPA GROUP|Auditor|$16,663|—|$16,663|

| KENNETH KAHL|Custodian / Trustee|$12,514|—|$12,514|

| ERIC ECKSTEIN|Custodian / Trustee|$11,940|—|$11,940|

| KARI CORDELL|Custodian / Trustee|$11,351|—|$11,351|

| NATIONAL VISION ADMINISTRATORS|Other Service Provider|$9,901|—|$9,901|

| EXPRESS SCRIPTS|Other Service Provider|$9,791|—|$9,791|

| PNC BANK|Other Service Provider|$9,561|—|$9,561|

| ANTHONY GEORGE|Custodian / Trustee|$9,096|—|$9,096|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,768,503

- **Estimated Expense Ratio:** 4.050% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,042,731|$142,303|$462,844|$16,663|—|

| 2023|$1,603,023|$104,747|$376,980|$20,300|—|

| 2022|$1,291,246|$107,285|$376,980|—|$151,376|

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